Finance Associate Jobs in Mission Viejo, CA

Director FP&A Consultant could be temp to hire 3+ months $70-$85/hr 4 days/week on site in Temecula Must have experience: manufacturing or distribution exposure to cost accounting Responsibilities: Lead the annual budget planning process, including revenue forecasting, expense budgeting, and capital expenditure planning. Develop and maintain financial models to support strategic initiatives, business planning, and investment decisions. Prepare and present monthly/quarterly financial reports, including variance analysis, key performance indicators (KPIs), and management dashboards. Analyze financial performance and provide insights to senior management to drive operational improvements and maximize profitability. Conduct ad-hoc financial analysis and special projects as required. Collaborate with cross-functional teams to understand business drivers and provide financial support for decision-making. Develop and implement financial policies and procedures. cost accounting standards will have to be developed eventually, work with CFO and Operations Analyze manufacturing costs, identify cost drivers, and recommend cost reduction strategies. Partner with operations to understand manufacturing processes and identify opportunities for efficiency improvements. Conduct detailed margin analysis for the company's 80 key SKUs, which represent 95% of revenue. Analyze product margins by SKU, product line, and customer segment. Collaborate with sales and marketing teams to understand market dynamics and pricing pressures. Leverage NetSuite ERP system to manage financial planning, budgeting, cost accounting, and reporting processes. Collaborate with IT to ensure NetSuite system integrity and data accuracy.

Financial Manager $70K - $90K Bellflower, CA Are you a finance professional ready to take the next step in your career? Do you have a passion for financial leadership in a healthcare setting? We are seeking a Financial Manager to oversee the financial operations of our health center in Bellflower, CA. Join our team and make a meaningful impact! Why Join Us? - Competitive Salary: $70,000 - $90,000 per year - Comprehensive Benefits Package: - 401(k) matching - Health and life insurance - Paid holidays and time off - Work-Life Balance: Monday-Friday, Day Shift (8-hour shifts) - Impactful Role: Play a key role in shaping the financial health of a vital healthcare facility About the Role: As a Financial Manager, you will lead financial operations, reporting, and compliance efforts for our health center. Reporting directly to the Senior Finance Manager and CEO, you will be a key member of the management team, ensuring fiscal responsibility and sustainability. Key Responsibilities: - Oversee finance, accounting, billing, and contract management - Ensure compliance with financial regulations and reporting standards - Develop and manage budgeting, forecasting, and financial reporting - Serve as the primary liaison with auditors, tax accountants, and contract partners - Implement and monitor internal controls to safeguard assets - Manage leases, vendor contracts, and insurance policies to optimize financial efficiency - Support clinic expansion planning and operational improvements Qualifications: - Education: Bachelor's degree in Finance, Accounting, or a related field (Master's or CPA preferred) - Experience: 2-3 years in accounting and financial management**, preferably in healthcare or nonprofit sectors - Technical Skills: Proficiency in financial software, Microsoft Office (including Pivot Tables) - Industry Knowledge: Familiarity with Medicare, Medicaid, FQHC billing, and grant awards is a plus Who We're Looking For: - Leadership: A strategic thinker with strong team management abilities - Integrity: Upholds high ethical and financial accountability standards - Collaboration: Works effectively with diverse teams and external stakeholders Join Our Team! If you are an experienced financial professional with a passion for healthcare and financial excellence, we want to hear from you. Apply today and become an integral part of our mission to provide quality healthcare with sound financial leadership! Work Setting: Clinic In-person Apply Now!

Financial Planning Interns at Northwestern Mutual Orange County-are a part of a top program ranked “One of America's Top Ten Internships.” Our internship program trains in the areas of financial analysis, entrepreneurship, sales, business development, marketing, and communication. Our College Financial Representatives help their clients live more and worry less through our unique approach to financial planning. Our interns, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while employing local and nationwide experts, exclusive financial products, and the support of a Fortune 100 company. You will have the opportunity to build your confidence, develop a professional network, and change people's lives by helping them achieve financial freedom. Here, hard work pays off! Our internship program mimics our full-time Financial Representative role, allowing you to: Build your client base through prospecting and networking Call on potential clients and set meetings to understand their financial goals Prepare plans and offer useful recommendations Gain exposure to planning software platforms Get licensed with your Life, Accident, and Health insurance license Participate in weekly coaching, training, and development meetings As a Northwestern Mutual intern, you can expect a flexible schedule to work around life and your classes. With our year-round program, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible interns have an opportunity to interview for a full-time Financial Representative role upon graduation. Are you a fit for this internship? Full-time student; junior and senior standing Entrepreneurial and curiosity for sales Highly involved on campus (leader, campus orgs, student government, etc.) Excellent time-management skills Interest in financial literacy and planning tools Business savvy ***All majors encouraged to apply. Compensation & Benefits Commissions Activity Stipends Support for insurance licensing (life, health, DI, LTC) Support for SIE, Series 6, Series 63 registrations (eligibility required)

Our client is a national leader in the broker-dealer space, known for their investment in employees and exceptional work environment. They have received numerous awards for employee satisfaction and are recognized as one of the best broker-dealers in the industry. They are seeking a Licensed Financial Consultant who is fluent in Mandarin to join their Pasadena, CA team. In this role, you will be forging and deepening relationships with clients to help them navigate the retirement planning process by implementing solutions and strategies. No longer spending countless days and evenings cold calling and sourcing new clients, you will work with established clients deepening relationships and working through complex financial plans. This client invests in their employees and offers a world-class environment to work in. They have received numerous awards for employee satisfaction, being one of the best broker dealers in the space and the list goes on. While this role can have some hybrid options depending on the branch location, all candidates MUST live in the Pasadena, CA area. Responsibilities Leads the management of client cases and quarterbacking all tasks to completion Lead prospective client meetings, gather data, deepen relationships, present firm's value offering and close new business Prepare comprehensive financial plans, reports and client presentations Implement financial plans and investment strategies Understand the emotional aspects of finances and counsel clients appropriately The Skills You Need: As a seasoned financial professional, you possess a deep understanding of financial markets and excel in simplifying complex concepts for clients. Experience with growing and developing a book of business. Extensive knowledge of investment products enables you to guide clients through various options with clarity and confidence. Experience with high volume of client appointments. Team player with the ability to collaborate with multiple business partners. Strong sense of integrity, insights, and interpersonal skills. Required Licensing and Experience FINRA Series 7 & 66 or (series 65/63) Fluency in Mandarin required CFP strongly preferred 3-5 years of experience in financial planning Experience with High-Net-Worth clients and managing a book of business (book of business does not need to be transferable). CFP strongly preferred Proficient with eMoney MPG (Madison Professional Group) is a third-party equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status, or any other characteristic protected by law.

Limited Domestic Travel possible Hybrid 4 days in office 1 day off Irvine APM Location This role will report to the Vice President, APM ISC Finance Integration while current associate is on project assignment. Provide actionable finance-based business intelligence to ISC partners for Capital Expense, Inventory including valuation (global costing, Excess & obsolete, scrap), and Other Cost of Sales consolidation Perform month-end close, forecasts, and budgets for Capital Expense, Inventory including valuation, and Other Costs of Sales consolidation Develop business cases and financial models for various projects related to Integrated Supply Chain Drive process improvement and automation for operational activities to reduce compilation process time; at times, this work will be in coordination with Global Business Services team initiatives Consolidate, document, and present business drivers for other costs of sales and costing Other Itemized Responsibilities: Review and Present Monthly Finance Reports Generate and Approve Monthly Close Entries & Financial Results Perform the Standard Cost Roll and Budget Preparation Qualifications and Requirements: B.S. degree in Accounting or Finance Minimum 5 years of relevant FP&A and Accounting working experience (journal entries, month-end close, general ledger, financial planning, business analytics) required CPA / CMA / MBA or working toward qualification is desirable Candidate should be well organized and possess good analytical and communication skills Candidate must be highly proficient working with Microsoft Excel and reasonably proficient with other common applications such as MS Excel, MS Word and MS PowerPoint Working knowledge of SAP and BPC is desirable Self-driven, proactive and seeks continuous improvement Ability to work in a fast-paced, matrixed, challenging environment with strong attention.

The Financial Analyst - Adventure Sports is responsible for delivering platform finance support for P&L planning, forecasting, consolidations, variance reporting and SG&A management. This position reports to the Director, Financial Planning & Analysis, Adventure Sports, and is based out of our Irvine office. As the Financial Analyst, you will have an opportunity to: Financial Planning: Help to coordinate the multi-year planning process across Fox, Bell, Giro, CamelBak and QuietKat. You will contribute to the development of the three-year financial plan by supporting the leadership team with reporting and consolidation of plans across the platform. Forecasting: Partner with Demand Planning, Sales and Product Development to create and validate rolling revenue forecasts for Fox, Bell, Giro, CamelBak and QuietKat. Identify trends, risks and opportunities through each milestone gate and present out to the executive team. Performance Metrics: Report and monitor KPIs across all categories, regions and channels, highlighting and investigating opportunities for profitability management. Build and relay timely and accurate expense models and forecasts enabling management to make appropriate business adjustments as needed. Cross Functional Collaboration: Work closely with all functional teams across the Adventure Sports platform to ensure financial alignment and accurate reporting. Transformation & Integration: Lead reporting harmonization across multiple brands. You have: A Bachelor's Degree in Finance, Accounting or related field with 3+ years' experience in FP&A Advanced Microsoft Excel & PowerPoint skills Highest standards of accuracy and precision; highly organized Articulate with excellent verbal and written communication skills Demonstrated ability to roll-up sleeves and work with team members in a hands-on management capacity Excellent analytical skills, experience managing large data quantities from multiple sources Ability to think and act strategically and develop operation and strategic plans Comprehensive business understanding of processes and structure Ability to operate cross-functionally with strong understanding of external business drivers You might have: Experience with SAP preferred

Job Summary: As a Financial Consultant at our credit union, you will play a pivotal role in empowering our members to achieve their financial aspirations. You will provide personalized financial advice and solutions that align with their unique financial situations and long-term goals. Compensation: Forgivable draw of $66K + competitive commission Key Responsibilities: Financial Planning and Analysis: Conduct thorough analysis of members' financial status, risk tolerance, and life stages to offer tailored non-deposit investment solutions. Regularly review and adjust plans to align with changing goals and circumstances. Client Engagement: Maintain proactive and responsive communication with both current and prospective clients, ensuring they feel valued and well-informed. Schedule and conduct annual reviews to assess client needs and adjust financial plans accordingly. Collaboration and Referral Management: Work closely with credit union colleagues to receive and provide referrals, ensuring a seamless client experience and integrated financial solutions. Keep referrers updated on client progress. Educational Initiatives: Design and deliver financial education seminars to enhance members' financial literacy and engagement with the credit union's services. Documentation and Compliance: Ensure meticulous completion of all necessary paperwork and reports according to regulatory and company standards. Maintain compliance with all financial and ethical regulations. Additional Duties: Support overall team and credit union goals through effective teamwork and cross-functional collaboration. Promote and refer members to other credit union products and services that fit their needs. Uphold the highest ethical standards, actively fostering a culture of integrity and accountability within the organization. Required Education and Experience: Bachelor's degree or equivalent educational qualification. 2-4 years of experience in financial consulting or a similar role. Demonstrated success in financial planning and client management. Preferred Qualifications: Certified Financial Planner (CFP) or other advanced financial certifications. Extensive knowledge of financial markets and alternative investment products. Proven track record in a similar role prior to joining the credit union. Licenses and Certifications: FINRA Series 7 and Series 66 (or Series 63 & 65) licenses. California Life Insurance Agent license. Skills: Exceptional communication and interpersonal skills. Strong analytical abilities and proficiency in financial software. Join our team and contribute to a thriving community where we put our members' financial well-being at the forefront. At our credit union, we are committed to your professional growth and personal development in an inclusive and supportive environment. Financial Partners Credit Union is an equal opportunity employer and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

About the job If you're excited about making an impact, shaping the future of Luna Grill, and growing your career in a fast-growing, dynamic environment, we want to hear from you! Apply today and let's create something amazing together. At Luna Grill, we're not just serving up bold Mediterranean flavors, we're on a mission to inspire better food choices and create an environment where people truly thrive. As a fast-growing, purpose-driven brand, we're building something special: a company that puts people first and makes an impact in the communities we serve. Ready to Make a Difference? Here's Your Moment. As Luna Grill's Financial Analyst, you will play a pivotal role in driving the future of our rapidly growing brand. You'll take charge of turning data into actionable insights that fuel smart decision-making, empower our leaders, and help us continue our growth trajectory. If you're a numbers enthusiast who thrives on making a real impact-this role is for you. Why You'll Love This Role: Be the Game Changer: Your expertise will influence critical decisions that drive our business forward, shaping the success of Luna Grill. Ride the Growth Wave: We're expanding fast, and you'll be at the center of it all, contributing to exciting new opportunities and challenges. Collaborate with a Rockstar Team: Work alongside a high-energy, passionate crew who loves to innovate and win together. Live Our Culture: We're all about being Social, Transparent, Positive, and Prideful. Every day, we embody our values to make Luna Grill a great place to work. Purpose-Driven Work: At Luna Grill, it's not just about numbers-it's about fueling growth with integrity, heart, and purpose. Competitive Pay: We value your skills-and we compensate accordingly. You'll love what you do and what you earn! What You'll Do: Turn Data into Strategy: Analyze performance trends, key metrics, and financial results to uncover actionable insights that steer our business forward. Guide Decisions with Confidence: Deliver detailed weekly and monthly financial insights to keep us aligned with our big-picture goals. Spot Opportunities: Dive deep into marketing campaigns, product tests, and new initiatives to find ways to maximize ROI and drive growth. Collaborate Across Teams: Work with departments across the business to provide the analytical support that fuels the expansion of Luna Grill. Support Strategic Growth: Be a key player in budgeting, forecasting, and the planning process that powers our continued success. What We're Looking For: We're seeking an ambitious, analytical thinker who is ready to dive in, solve problems, and turn numbers into meaningful strategies. You're the perfect fit if you: Thrive on Problem-Solving: You love tackling complex challenges with a strategic and sharp mindset. Communicate Clearly & Confidently: You can easily explain financial insights to all levels of the organization. Juggle Multiple Priorities: You can navigate a fast-paced, high-growth environment with ease. Excel with Financial Tools: You're highly skilled in Excel and financial modeling, with bonus points for experience with Business Intelligence tools! Understand the Industry: Experience in the restaurant or retail industry is a plus, but not a deal-breaker. We value fresh perspectives! What You Need to Succeed: Degree: A Bachelor's in Accounting, Finance, or a related field. Experience: 1-3 years as a Financial Analyst (preferably in multi-unit restaurants or retail). A Work Environment You'll Love: San Diego / Carlsbad HQ: Enjoy sunshine, ocean breezes, and a work environment that fosters collaboration and creativity. High-Growth Excitement: Every day brings new challenges and opportunities in a fast-paced environment. Innovative Culture: We believe in transparency, teamwork, and creating a workplace that empowers everyone to grow. Room to Grow: Luna Grill is expanding quickly, and we're offering you the chance to grow with us-both professionally and personally. Dog-Friendly Office: Bring your four-legged coworker! We love having pets around to keep the good vibes going.

Do you have a desire to be part of a team of talented people who are driven by new challenges and want to grow in their careers? If you are highly motivated, have strong interpersonal skills, and want to make an impact, you may be an ideal candidate for a career at The Western and Southern Life Insurance Company (Western & Southern Life), a member of Western & Southern Financial Group, a Fortune 500 company. As a Financial Representative, you will work with current and prospective clients in your community to understand their financial needs and goals and recommend impactful solutions from a comprehensive line of products, including life insurance, so that they can protect what matters most. The Ideal Place for a Career Western & Southern Life stands behind you during your career with us. We are committed to your personal success and offer our associates a comprehensive total rewards package. Western & Southern Life offers a very competitive compensation plan: $1000 week, assuming a 40-hour workweek (non-exempt training period) for the first 2 weeks of employment. After you complete this 2-week training period, the role is exempt. During Weeks 3-13, you will receive a $1000/week base salary and be eligible to earn incentives per the terms of the applicable incentive plan. After week 13, your compensation is variable based on your individual performance in accordance with the terms of the applicable incentive plan; performing at minimum standards anticipates earning $50,000- 70,000 annually, as noted in the “Pay” field below. As a full-time Financial Representative, you will also be eligible to participate in Western & Southern Life's benefit plans, subject to the terms of those plans. Our benefits plans include medical and dental insurance, as well as access to an Employee Assistance Program, a 401(k) plan with a company match, and a defined benefit pension plan (we are among just 15 of the top U.S. companies still offering a traditional Defined Benefit Plan). See the list below of other benefits that may be available to you in this role, per the terms of their respective plans, policies, and programs. A Successful Financial Representative Our field offices welcome candidates with diverse backgrounds, including financial services newcomers, military veterans, college graduates, and experienced financial representatives. Our most effective Financial Representatives are: Customer-focused Effective Communicators Natural Networkers Results-driven Resilient Collaborative If this sounds like you, we encourage you to explore the possibilities and apply today! Note: As a financial services company, Western & Southern is subject to various laws and regulations that impose restrictions or prohibitions for employment due to criminal history, including the Violent Crime Control and Enforcement Act of 1994, 18 U.S.C. §§1033-1034 that restricts an employer from employing a conviction for a felony involving dishonesty or breach of trust. From Fortune ©2024 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune 500 are registered trademarks of Fortune Media IP Limited and are used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse the products or services of, The Western and Southern Life Insurance Company.

Seeking a client-focused banking professional with at least two years of banking teller experience, expertise in opening consumer and basic business accounts, and strong customer relations skills. Key Responsibilities: Open and manage consumer and business accounts (checking, savings, CDs, IRAs, Trust & Estate). Assist clients in selecting financial products while cross-selling bank services. Ensure compliance with banking regulations (BSA, Information Security). Process teller transactions as needed and maintain an excellent balancing record. Provide outstanding customer service and proactively identify client needs. Qualifications: Minimum 2 years of teller experience with account opening expertise. Strong knowledge of banking regulations and financial services. Proficiency in Word, Excel, Outlook, and banking software. Excellent judgment, attention to detail, and ability to handle confidential information.

Financial Analyst III or Financial Analyst II OM&S Ordnance Audit Remediation Support Audit background preferred. Communication skills necessary. Individual will lead quarterly touchpoints with headquarters Management Review Control (MRC) team for strategic alignment and consistency in delivery (Partner/Principal). Qualified candidates will lead and manage the following: Support for Fleet implementation, execution, and sustainment of the OM&S Ordnance MRC program and audit campaign plan. Support for existence and completeness baseline efforts Provide training and operational control support, assist with inputting results into the Measure of Performance (MOP) dashboard, conduct root cause/trend analysis over testing exceptions. Maintain communication with Fleet and headquarters to monitor progress and consistency across locations. Provide site visit support for maintaining site visit schedules, pre-visit preparations, physical inventory control training, auditor response, and support remediation of real-time issues during site visits. Requirements: Financial Analyst III Years of Experience: Candidate must have six (6) years of experience leading financial management services and related projects. Minimum Education: Bachelor's degree in accounting or business management related field from an accredited institution. Clearance Level: Secret clearance (Interim clearance is sufficient) Minimum Certification: One of the following professional certifications: CPA, CISA, CIA, CGFM or CDFM. DOD and Federal Agency experience required MUST BE A US CITIZEN Financial Analyst II Years of Experience: Three (3) years of progressive, relevant experience. Minimum Requirements: Four (4) year degree in accounting or business management related field from an accredited institution. Clearance Level: Secret clearance (Interim clearance is sufficient) Minimum Certification: One of the following professional certifications: CPA, CISA, CIA, CGFM or CDFM. DOD and Federal Agency experience required MUST BE A US CITIZEN

Healthcare company is seeking an experienced Financial Analyst with 5+ years in healthcare finance to join their team! This role offers the opportunity to provide strategic financial insights and support key decision-making in a dynamic environment. Requirements: 5+ years of experience as a Healthcare Financial Analyst Strong skills in financial modeling, budgeting, and data analysis Expertise in healthcare finance, reimbursement models, and cost analysis Proficiency in Excel and financial reporting tools Location: Manhattan Beach - 1 day/week onsite Compensation: $100K - $150K base salary

The main functions of a financial analyst are to gather and analyze financial information; will typically conduct quantitative analyses of information affecting investment programs of public or private institutions. A typical financial analyst is responsible for analyzing and communicating financial information for clients. Job Responsibilities: Assemble spreadsheets and draw charts and graphs used to illustrate technical reports. Analyze financial information to produce forecast of business, industry and economic conditions for use in making investment decisions. Interpret data affecting investment programs, such as price, yield, stability and future trends in investment risks. Present oral and written reports on general economic trends, individual corporations and entire industries. Skills: Oracle JDE ERP System, OneStream, BPC. Excel mid-level proficiency (e.g. VLOOKUP, INDEX/MATCH, PIVOT TABLES, CAGR, IRR, NPV) Knowledge of federal, state, and company policies, procedures and regulations as related to accounting. Building and maintaining financial dashboards, building and maintaining recurring presentations, leveraging technical skills to improve efficiency of routine processes Previous experience with computer applications, such as Microsoft Word, Excel and PowerPoint, and any other related financial software. Education/Experience: Bachelor's degree in accounting or related financial discipline required. An advanced degree in a financial discipline is preferred. 5-7 years financial and/or accounting experience required.

General Description Provides analytical support in fundamental FP&A activities, including preparation of monthly reporting and variance analysis. Supports the preparation of materials for upper management meetings as well as ad hoc reporting. Ability to apply analytical and critical thinking skills to problem solve and make decisions. Confidently interacts with cross functional business partners and people with budgetary responsibility. Participates in operational discussions focused on improved efficiencies and/or improved profitability. This role reports directly to the Finance Manager. profit improvement. Essential job functions · Provides ongoing analytical support to management including preparing budgets and forecasts, and supporting the portfolio review, strategic planning and budget processes for assigned areas of responsibility. · Conducts monthly reporting and variance analysis in a timely manner and maintains a consistent internal reporting structure. · Consolidates financial results for assigned functional areas for close, forecast and budget periods. · Supports the FP&A group in development and maintenance of financial reports. · Provides input for continuous improvement and support of budgeting and forecasting processes. · Owns the execution and distribution of standardized monthly management reports based on operational and financial performance for the assigned areas of responsibility; work with cost center/department managers to review these dashboards and complete analysis of variances. · Track and analyze results to ensure visibility and progress towards targets. Work with business management to accelerate the achievement of strategic and financial goals. · Provide insightful and actionable analysis of results/plans/forecasts to identify emerging trends, key risks and opportunities to improve profitability, cash flow generation and return on invested capital. · Initiate and execute value-added analysis to drive improved decision-making, operating performance and strategy development. Examples: competitive analysis/benchmarking, working capital efficiency, industry forecasts & drivers. · Assists in the preparation of materials for the Board of Directors meetings and provides ad hoc analytical reporting. · Independently manages business partner relationships. Top Requirements: 5 + years of technical financial modeling skills. Strong Excel a must/ PowerBI + Strong forecasting abilities. Ability to work closely with operations across multiple locations, with strong communication skills. Experience in modeling, revenue analysis, and operations management. Automotive/ Dealership/ Logistics industry experience highly preferred

CV Resources is partnering with a large national mortgage retail lender for a Senior Financial Analyst. The right candidate will have several years of modeling experience, be highly proficient in excel and (preferably) Essbase and/or Workday Adaptive, with a keen eye and attention to detail. This role has high visibility with the SVP, Finance and the Chief Financial Officer. Responsibilities Financial Planning and Analysis: Leads the aggregation of the annual budget, and drives the recurring forecasts, and long-term financial models. Analyzes and interprets financial data to provide insights and recommendations to senior management. Performance Reporting: Prepares and presents comprehensive financial reports, including variance analysis and key performance indicators. Tracks and reports on financial performance against budget and forecast. Strategic Decision Support: Collaborates with cross-functional teams to provide financial insights for strategic initiatives. Conducts ad-hoc financial analysis to support decision-making. Cost Management: Identifies cost optimization opportunities and implements strategies to improve efficiencies. Monitors and analyzes departmental and organizational expenses. Financial Modeling: Develops and maintains complex financial models to support business planning. Evaluates the financial impact of various scenarios and initiatives. Risk Management: Assesses and mitigates financial risks through proactive analysis and strategic recommendations. Stakeholder Communication: Effectively communicates financial insights and recommendations to non-financial stakeholders. Collaborates with colleagues within finance and business unit leaders to ensure financial goals align with overall company objectives. Performs other duties and projects as assigned. Requirements Bachelor's degree in finance or accounting required, and a minimum of four (4) + years' experience in a Financial Analyst or Business Analyst role. Familiarity with relational databases (SQL, Oracle) including the ability to easily extract raw data is required. Experience in the Financial Services industry is a must; Mortgage industry highly preferred. Experience with Workday Adaptive Planning is preferred.

Hardesty, LLC on behalf of our client, a multi-faceted Real Estate Investment Platform is searching for a Senior Financial Analyst. The ideal candidate will possess strong financial acumen in residential real estate markets. This role involves conducting thorough financial analysis, forecasting, and underwriting to support our clients and potential clients' investment strategies for multi-family, build for rent, traditional residential, and master planned lots. The Senior Real Estate Analyst will play a crucial role in evaluating potential investment opportunities on behalf of our clients and preparing proposals for potential new clients. Essential Duties and Responsibilities Detailed underwrite/modeling one year and multi-year pro-forma's Train and mentor financial analysts Review underwriting in presentations and proposals with clients (in-person or online) Join business development on client calls or presentations to discuss potential new assets or clients Create new asset 12-month detailed operating budgets Review existing asset service contracts Conducts market research and analyzes market data including market occupancy, rental rates, demographics, competitor positioning and economic information. Create and update proposals and presentations that are presented to prospective clients Interface with multifamily real estate brokers for scheduling property tours with/for clients and requesting updated financial reports during underwriting. Assists with ad-hoc/special projects as needed. Recommend processes to improve company efficiency. Responsible for day-to-day communications with the Supervisor and ensuring all reporting and tasks are completed on time. Requirements: 5+ years experience in real estate analysis and modeling Strong Understanding of residential underwriting. Proficiency in Microsoft Office - strong proficiency in Excel. Strong analytical skills & ability to grasp new concepts quickly. Strong written and verbal skills. Must be able to work independently with minimal supervision. Ability to maintain sensitive and confidential information. Experience multifamily real estate analysis: 3 years (Required) using Excel models: 3 years (Required) Education: Bachelor's Degree required - Finance, Economics, Real Estate, Business Administration, or related fields preferred.

RESPONSIBILITIES This hybrid role provides an excellent opportunity to gain hands-on experience in real estate finance at a leading publicly traded REIT. This individual will be a part of a high caliber team and will work closely with leadership in a dynamic, fast-paced environment, and will provide critical analytical support across finance, development/redevelopment, capital planning, reporting, forecasting, and budgeting. We are seeking a proactive, collaborative, and motivated individual who is eager to learn, take on new challenges, and grow their career in real estate finance. Responsibilities include but are not limited to: Support financial planning, budgeting, and forecasting processes for corporate and property-level finance. Prepare financial reports, presentations, and dashboards for senior leadership and stakeholders. Develop and maintain financial models to support decision-making and capital allocation. Prepare deliverables for quarterly earnings calls, including Q&A preparation and investor relations support. Perform additional duties as assigned in connection with management of development, redevelopment, tenant improvement and capital expenditure projects and tracking. Collaborate with cross-functional departments including Accounting, Portfolio Management, and Investments to provide financial analysis and support strategic decision-making. Ensure accuracy and attention to detail in models, reports, and analysis to support sound business decisions. POSITION REQUIREMENTS Required: Bachelor's degree in Finance, Economics or related field 3+ year of experience in corporate finance, FP&A, real estate finance, or a related field Advanced in financial modeling, Excel, and PowerPoint Excellent analytical skills with the ability to synthesize complex financial data and present findings Experience with financial reporting and analyzing P&L, balance sheet, and cash flows Local candidates only Preferred: Experience in real estate investment trusts (REITs) or commercial real estate finance Knowledge of financial reporting systems (e.g., MRI, Yardi, PowerBI) Familiarity with real estate finance concepts, capital allocation, and development / redevelopment processes $90,000 - $100,000/year

JobID: 210586015 JobSchedule: Full time JobShift: Base Pay/Salary: Irvine,CA $38.46-$38.46; Denver,CO $38.46-$38.46; Washington,DC $38.46-$38.46; Seattle,WA $38.46-$38.46; San Francisco,CA $38.46-$38.46; New York,NY $38.46-$38.46; Chicago,IL $38.46-$38.46; Los Angeles,CA $38.46-$38.46 We want to introduce you to the many areas of direct client work across banking, treasury, and credit with client-facing work, as well as extensions of these functions through strategic project work and more. Our goal is to provide a robust, well-rounded experience for you to launch your career in the financial services industry! We will provide everything you need to be successful - from training and mentorship, to senior leader engagements, to projects that engage your current skills and help develop them further. Working here means joining a collaborative, supportive team. We want your diverse perspective to help us develop the next wave of products and solutions for our clients. As a Summer Analyst in the Middle Market Banking & Specialized Industries (MMBSI) Program, you will be introduced to client management, credit structuring, and cash management allowing you to develop the necessary skillset to become a successful Full-Time Analyst. The 9-week program will begin with a week of orientation and training, giving you foundational business knowledge you'll build upon throughout the summer. You will also have the opportunity to hear from and network with senior leaders and spend time with peers from programs across the bank at philanthropic and group events. Upon successful completion of the Summer Analyst program, you may receive an offer of full-time employment in our 2.5 year, full-time MMBSI Analyst Program. There are two program tracks to choose from within MMBSI. First, is our diversified experience track, which exposes you to a variety of teams and functions across the broader MMBSI business. Second, is our focused program experience track in our Capital & Advisory Solutions line of business, which streamlines your exposure to three dynamic teams. In both tracks, you will support our regional groups by working with MMBSI Bankers, Credit Officers, Treasury Officers and Product Partners who cover a variety of industries to provide a range of financing solutions and strategic advisory. Job responsibilities * Work on financial models to support financing transactions * Prepare marketing materials for use in client meetings (covering topics such as financing alternatives, working capital optimization, and industry analysis) * Learn how to identify treasury product solutions to benefit clients' long-term planning * Collaborate with deal teams regarding business development strategy, including the identification of potential prospects * Develop an understanding of the full breadth of J.P. Morgan products and service offerings * Conduct client and prospect research to support business development efforts Required qualifications, capabilities, and skills * Exceptional verbal and written communication skills * Excellent problem solving and critical thinking skills * Strong attention to detail * Ability to thrive in a fast-paced, collaborative work environment * Pursing a bachelor's degree with an expected graduation date of December 2026 - June 2027 Preferred qualifications, capabilities, and skills * Minimum cumulative GPA of 3.2 on a 4.0 scale * Coursework in business, finance, or accounting FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. To be eligible for this program, you must be authorized to work in the U.S. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorgan Chase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.) Please note that your performance in this program will be evaluated for the purpose of assessing a permanent full time offer post-graduation, a role that is likewise ineligible for employment-based immigration sponsorship. We will be filling our classes on a rolling basis. We strongly encourage you to submit your application as early as possible before job postings close. Locations we hire for MMBSI - Diversified Track: * Atlanta * Austin * Bloomfield Hills (Detroit Metro Area) * Boston * Charlotte * Chicago * Dallas * Denver * Houston * Indianapolis * Irvine * Los Angeles * Miami * Nashville * New York City * Philadelphia * San Francisco * Seattle * Washington D.C. Locations we hire for MMBSI - Capital & Advisory Solutions Track: * Atlanta * Chicago * Dallas * Houston * Los Angeles * New York City About The Process: To be considered, you must complete the following steps: * Complete this application including selection of city preference. Make sure your program and city preferences align as noted in the descriptions above. * If you meet the minimum criteria for the application, you will receive an invitation to complete a recorded HireVue interview. Please note applications will be reviewed on a rolling basis. We strongly encourage you to complete your HireVue video(s) within 1 week of receiving. Your application will not be considered for further review until you have completed your HireVue. * If selected, our team will reach out to you with final details.

PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the world's largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns. Since 1971, our people have shaped our organization through a high-performance inclusive culture, in which we celebrate diverse thinking. We invest in our people and strive to imprint our CORE values of Collaboration, Openness, Responsibility and Excellence. We believe each of us is here to help others succeed and this has led to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients. PIMCO is currently searching for a Trader focused on short-duration credit, structured product, and traditional liquidity management asset classes. This individual will work with and report to the Head of PIMCO's short term desk and likely be based in our Newport Beach, California Head Office. RESPONSIBILITIES Strong trading and/or portfolio management background, broadly including corporate bonds, US and non-US Agency/Supranational securities, and asset-backed securities. Understanding of short-term risk markets, operational fundamentals, and theoretical portfolio construction capabilities as well as a solid macroeconomic foundation are essential. Understanding of collateral/repo trading, with potential to manage aspects of daily trading of US Treasury and Credit/Structured Product Funding Book an added consideration. Initial responsibilities will be focused on managing daily trading of liquidity/short-dated assets for portfolios, but will evolve to support portfolio construction and product development. Assist with cash management and short-duration mandate optimization efforts, as well as a global cash optimization efficiency. Generate alpha-adding ideas in real time across multiple products. POSITION REQUIREMENTS Bachelor's degree required; advanced degree is a significant advantage. Strong academic credentials and a track record of achievement. A minimum of 2-4 years of relevant work experience. In-depth knowledge of fixed income products, particularly liquidity products and short-dated credit opportunities. Proven ability to generate innovative ideas and strategies to enhance portfolio returns while mitigating risk. Extensive experience with both operational processes and execution. Demonstrated ability to serve as a liaison between different teams. Experience from either the sell-side, buy-side, or both is preferred. Strong analytical and quantitative skills, with the ability to identify interconnected market opportunities and devise strategies to capitalize on them. Solid understanding of macroeconomics and the factors influencing economic trends. Collaborative approach to working across the organization. Exceptional communication skills, both within the organization and with external stakeholders. Ambitious, competitive, and possesses a strong work ethic. Balances strong convictions with a low-ego approach. Maintains composure and objectivity during periods of market volatility, whether optimistic or pessimistic. Upholds the highest standards of ethics and integrity. PIMCO follows a total compensation approach when rewarding employees which includes a base salary and a discretionary bonus. Base salary is the fixed component of compensation that is determined by core job responsibilities, relevant experience, internal level, and market factors. The discretionary bonus is used to award performance and therefore is determined by company, business, team, and individual performance. Salary Range: $ 135,000.00 - $ 240,000.00 Equal Employment Opportunity and Affirmative Action Statement PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender (including gender identity and expression), age, military or veteran status, disability (physical or mental), any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other basis such as medical condition, or marital status under applicable laws. Applicants with Disabilities PIMCO is an Equal Employment Opportunity/Affirmative Action employer. We provide reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures. If you have any difficulty using our online system due to a disability and you would like to request an accommodation, you may contact us at ************ and leave a message. This is a dedicated line designed exclusively to assist job seekers with disabilities to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days.